Veronica Cabral is a CFP® with nine years of industry experience, currently serving as part of the team at Warren Street Wealth Advisors, LLC. She has been with Warren Street Wealth Advisors in various capacities since 2016. Outside of her advisory role, she maintains an online Etsy store where she occasionally sells digital products. Warren Street Wealth Advisors serves individuals, including high-net-worth clients, as well as pension plans, corporations, and investment companies. The firm offers portfolio management, financial planning, and pension consulting, and acts as sub-adviser to two firm-sponsored ETFs, utilizing a combination of fundamental, technical, and modern-portfolio theory analyses with active monitoring and rebalancing.

Susan Sajjadi is a financial advisor at WestPark Capital, Inc. in Irvine, CA, with 37 years of industry experience. She holds a Series 63 designation and has been with WestPark Capital since 2016. WestPark Capital, Inc. provides financial planning, investment management, and consulting services to individuals, trusts, estates, retirement plans, corporations, and other business entities, often utilizing third-party money managers to implement customized investment strategies.

Matthew Merwin is a CFP®-designated financial advisor with 12 years of industry experience. He has been with Financial Management Network, Inc. and its affiliated firm FMN Capital Corporation since 2011. Outside of his advisory role, he serves as a homeowner association board member and is involved in non-investment business activities including providing California DMV services. Financial Management Network provides discretionary and nondiscretionary portfolio management, financial planning, and consulting to individual and institutional clients. The firm uses a strategic asset allocation framework combined with targeted active management, primarily implementing allocations through mutual funds and ETFs, and offers additional services such as income tax preparation and bookkeeping.

Chahan Fu is a financial advisor with American Fundstars, holding experience since 2026. Prior to joining American Fundstars, he was affiliated with Bioplate from 2024 and has academic experience at the University of Pennsylvania and the University of California. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients with portfolio management and broader advisory services. The firm employs a flexible investment approach across various asset classes and manages most client assets on a non-discretionary basis, combining SEC-registered advisory duties with broker-dealer and insurance agency activities.

Yiqi Wang is a financial advisor at American Fundstars with Series 63 and Series 65 credentials and four years of industry experience. His work history includes roles at World Financial Group and GF Securities. American Fundstars serves high-net-worth individuals, trusts, charitable organizations, and corporate clients with portfolio management and advisory services. The firm uses a flexible investment approach across a variety of asset classes and strategies and combines SEC-registered adviser duties with broker-dealer and licensed insurance-agency activities.

Bonnie Larsen is a financial advisor at Purus Wealth Management, LLC with 15 years of industry experience. She holds a Series 66 designation and has been with Purus Wealth Management since 2015. In addition to her advisory role, she is an officer at MANB, Inc., where she is involved in marketing activities. Purus Wealth Management serves individuals, trusts, pension plans, and business entities by providing investment advisory, financial planning, pension consulting, and educational services. The firm customizes investment strategies using both fundamental and technical analysis and offers a range of portfolio management options alongside a client seminar program.

Eugene Bowan is a financial advisor with Valley Wealth Strategies, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at LPL Financial, LLC since 2017 and previously spent 19 years with National Planning Corporation. Bowan is also a Certified Estate Planner through Citadel Law Offices, an activity he has maintained since 2002. Valley Wealth Strategies, LLC serves individuals, families, trusts, small businesses, and charitable organizations by providing customized investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach combined with fundamental, technical, and cyclical analysis, and manages approximately $1.2 billion in assets with a notable portion managed on a non-discretionary basis.

Jordan Lisnock is a financial advisor at West Wealth Group, LLC with six years of industry experience. He holds a Series 65 credential and has worked at West Wealth Group since 2022. His prior experience includes roles at BML Wealth Management, Pacific Select Distributors, Pacific Life Insurance Company, and the City of Huntington Beach. West Wealth Group provides investment advisory, asset management, and financial planning services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a team approach with a blend of fundamental, technical, and Modern Portfolio Theory-based investment strategies, serving a large client base through an 18-advisor team.

Jared Ong is a financial advisor with Prudent Investors in Lake Forest, CA, holding a Series 65 designation and 14 years of industry experience. He has been with Prudent Investors Network since 2010. Prudent Investors is an SEC-registered investment adviser serving individuals, high-net-worth clients, fiduciaries, trusts, estates, and institutions. The firm focuses on discretionary portfolio management guided by client profiles and investment plans, using a total-return approach based on Modern Portfolio Theory and primarily allocating to ETFs and institutional mutual funds.

David Allred is a financial advisor with Ignite Planners LLC in San Clemente, CA, holding Series 63 and 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Foresight Wealth Management, Purshe Kaplan Sterling Investments, and Girard Securities, Inc. Outside of his advisory work, Allred is involved in tax preparation and insurance services through business activities under Allred Synergy, Inc. and Proactive Tax. Ignite Planners serves a diverse client base including individuals, high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm offers discretionary asset management, financial planning, managed held-away accounts, and advisory services to private pooled funds, utilizing a volatility-responsive VEGA strategy and tax-efficient asset management techniques.

Shane Brosnan is a financial advisor with West Wealth Group, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at multiple firms, including BML Wealth Management and Cooper McManus, and has operated Brosnan & Associates Financial & Insurance Services, LLC since 1998, where he is president and engages in fixed insurance and annuity sales. West Wealth Group provides investment advisory, asset management, and financial planning services to a diverse clientele including individuals, trusts, estates, and retirement plans. The firm uses a combination of fundamental, technical, and Modern Portfolio Theory approaches, with both discretionary and non-discretionary portfolio management, supported by a networked operating model and ancillary services such as tax preparation and estate-document assistance.

Kevin Murphy is a financial advisor at Provenio Capital with 29 years of industry experience. He has been with Provenio Capital Management since 2016 and previously operated Kevin Murphy Financial Services. His credentials include Series 63 and Series 65 registrations. Provenio Capital serves high-net-worth individuals, trusts, foundations, family offices, businesses, and insurance companies, focusing on wealth management, financial planning, and portfolio construction that emphasize alternative investments. The firm employs a documented, client-centric investment process and manages over $1.6 billion with a small advisory team, specializing in insurance-dedicated structures and co-investment opportunities.

Rob Sigler is a financial advisor at Westshore Wealth in Newport Beach, CA, with 28 years of industry experience. He has held positions at UBS Securities and spent a brief period in retirement before joining Westshore Wealth in 2018. Sigler holds the Series 63 designation. Westshore Wealth is a six-advisor team managing approximately $534 million in client assets, serving individuals—including high-net-worth clients—pension plans, and charitable organizations. The firm employs a disciplined investment process that integrates fundamental, modern-portfolio, and quantitative analysis, utilizing model portfolios, discretionary trading authority, and active use of derivatives within separately managed accounts.

Christopher Petrik is a financial advisor with JRS Investments and Wealth Preservation, LLC, holding a Series 66 designation and 12 years of industry experience. He has been with JRS Investments since 2015 and is also involved in a manufacturing business, WDS Manufacturing, LLC, where he contributes to budgeting and planning. JRS Investments and Wealth Preservation provides portfolio management and advisory services to individuals, trusts, and small businesses, serving both non-high-net-worth and high-net-worth clients. The firm employs a fundamental, client-specific approach, offering a broad range of investment options and typically managing accounts on a discretionary basis.

Michael Carmo is a financial advisor at Tempus Wealth Planning, LLC in Irvine, CA, holding a Series 65 designation. He joined Tempus Wealth Planning in 2024 and has prior experience at Steinberg Sports & Entertainment and Lululemon. Carmo’s background includes a decade of diverse work experience across various roles. Tempus Wealth Planning serves individual, high-net-worth, corporate, and retirement-plan clients, providing asset management, comprehensive portfolio management, and financial planning. The firm employs a client-specific investment process that incorporates fundamental and technical analysis, with capabilities including derivatives and options strategies, and manages approximately $506 million in assets across an eight-advisor team.

Razvan Raicu is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with SP Asset Management LLC and has previously worked at Morgan Stanley Smith Barney and Wells Fargo Advisors. SP Asset Management primarily serves high-net-worth individuals, pension and retirement plans, trusts, and business entities, offering discretionary portfolio management and financial planning. The firm employs fundamental securities analysis and asset-allocation strategies across various investment types, managing approximately $1.71 billion in client assets.

Alvin Knox is a financial advisor at Warren Street Wealth Advisors, LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments, LPL Enterprise, and Charles Schwab. Warren Street Wealth Advisors serves individuals, pension and profit-sharing plans, corporations, and investment-company clients by providing portfolio management, financial planning, and pension consulting. The firm constructs customized and model portfolios using a combination of fundamental, technical, and modern-portfolio theory analyses, and acts as a sub-adviser to its own ETFs with specialized derivative overlay strategies.

Gregory Stevenson is a financial advisor with West Wealth Group, LLC in Irvine, CA. He has one year of experience at West Wealth Group and a background including five years with Pacific Ridgeway Insurance Solutions and five years of service in the United States Navy. West Wealth Group provides investment advisory, asset management, and financial planning services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $616.7 million in discretionary assets and employs a team-based, model-driven approach to portfolio management and financial planning.

David Boyer is a financial advisor at Miramontes Capital, LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 14 years. Outside of his advisory role, he serves as an elected trustee for the Rossmoor/Los Alamitos Sewer District and holds leadership positions with the Los Alamitos Unified School District Personnel Commission and the Los Alamitos Chamber of Commerce. Miramontes Capital advises individuals, high-net-worth clients, and retirement plans, offering financial planning, portfolio management, and 529 account services. The firm manages accounts on discretionary and non-discretionary bases, employing a range of investment strategies including ETFs, mutual funds, and options, and is noted for its role as a wrap fee program sponsor with affiliated broker-dealer, tax, and insurance operations.

Scott Blaney is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Secure Investment Management, LLC. His career includes roles at Nicholas Pension Consultants and American Funds Distributors, Inc. Blaney also works as a consultant for Momenta Benefits, assisting with administration for qualified plans. Secure Investment Management serves individuals, business entities, trusts, and estates, including both retail and high-net-worth clients, providing financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach centered on Modern Portfolio Theory and diversified long-term allocations using low-cost mutual funds, ETFs, third-party managers, and direct indexing.